Loan Management

CORE loan management solution is designed to overcome these challenges of manual processing by automating or removing many of the manual paper handling and document processing steps. From the first engagement of loan application to loan disbursement, and on-going loan maintenance, our solution can help you improve customer service, reduce errors and accelerate your time to revenue by increasing process efficiency.

Intuitive connected web access for all critical stakeholders like plan participants, advisors, sponsors and administrators provides greater oversight and control over the process. It easily integrates with your existing loan application portals, recordkeeping, document management, disbursement and communication systems, ensuring data level integration and reducing the effort of re-keying data into multiple systems and accelerating the loan submission and review cycle; you can expect increased customer satisfaction and business and greater stake-holder efficiency.